MIP Install

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Installation User's Guide

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ContentsChapter 1: Getting Started 1

Chapter Overview 2

Before You Begin 2

Quick Install Overview 4

Step 1: Verify System Requirements 5

Step 2: SQL Server Express Installation 6

Step 3: Install/Upgrade Abila MIP Server 6

Step 4: Install/Upgrade Abila MIP Workstation 7

System Requirements 8

Chapter 2: New User - Server Install 9

Server Install Overview 9

Local Server Configuration 10

Directory Structure Overview 11

Data Files and Directory Structure 11

MIP Share Directory 12

SQL Server (Express Download) 13

SQL ServerExpress (Can be downloaded by following a link) 13

Abila MIP Server Install 14

Granting Access to the MIP Share Directory 20

Chapter 3: New User - Workstation Install 22

Ensuring Access to All Users Folder 22


MIP Directory 23

Abila MIP Workstation Install 23

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Contents

Chapter 4: Existing User - Upgrading 28

Upgrading from a Previous Version 28

Changing Your Database Engine 29

Updating Your Organization Database to Version 2014.x 29

Activating Your License 30

Adding a Module to an Organization 30

Setting Up Security 31

Chapter 5: Existing User - Server Install 32

Server Install Overview 32

Directory Structure Overview 33


MIP Share Directory 33

Database Engine Install 34

SQL Server (Express Downloaded) 35

Abila MIP Server Install 36

Chapter 6: Existing User - Workstation Install 42

Ensuring Access to All Users Folder 42


MIP Directory 43

Abila MIP Workstation Install 43

Chapter 7: Uninstalling Abila MIP 49

Uninstalling Steps 49

Chapter 8: Help Documentation 51

Accessing Documentation 51

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Chapter 9: Supplemental Maintenance 52

Backing Up Organization Database 52

Restoring Organization Database 52

Compressing Organization Database 53

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Chapter 1: Getting StartedThis guide includes combined instructions for both New and Upgrade installations of MIP.

New Installation Scenarios

You are installing a one-user version of MIP (programs and database) on a single computer. The

computer may or may not be part of a network, but the programs and database reside on the local hard

drive of this computer. In this scenario, there are no network files involved, and no other computers have

access to the system/database.

You have a network comprised of a server machine with one or more local computers attached, and you

want to install the database on the server machine so that other users can access it from their localcomputers (either one at a time or simultaneously depending on your license).

You have a network comprised of two or more local computers that can access each other's shared

drives, and you want to install the database on one computer's shared drive so that other users can

access it from their local computers (either one at a time or simultaneously depending on your license).

You have a network and want to install the database on a server machine for backup and security

purposes, even though only one user accesses it from a single local computer.

You are installing the MIP programs and database in a virtual environment. You must use a virtual service

client, such as VMWare's Infrastructure Client Console, instead of a Remote Desktop Connection.

Upgrade Installation Scenarios

You are upgrading an existing Stand Alone or Network installation. Your installation will upgrade if you

have a previous version installed.

You are upgrading the MIP programs and database in a virtual environment. You must use a virtual

service client, such as VMWare's Infrastructure Client Console, instead of a Remote Desktop

Connection.

For specific information regarding existing users, see "Existing User - Upgrading" (page 28),"Existing

User - Server Install" (page 32), and "Existing User - Workstation Install" (page 42).

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Chapter 1: Getting Started

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Chapter OverviewThis guide takes you through the MIP installation, which is comprised of two components: MIP Server and

MIP Workstation. You will learn specific information about each of these components and how toinstall/upgrade them. The chapters in this guide are outlined as follows:

"Getting Started" (page 1)-This chapter outlines important information and procedures that need to be

performed before running the installation programs.Read this chapter before installing.

"New User - Server Install" (page 9) -Includes specific instructions on how to install and run MIP on a

stand-alone machine or network.

"New User - Workstation Install" (page 22)-Describes how to perform a workstation install.

"Existing User - Upgrading" (page 28)-Includes useful procedures for existing users who are

upgrading from a previous version of MIP.

"Existing User- Server Install" (page 32)- Includes specific instructions on how to upgrade and run

MIP on a stand-alone machine or network.

"Existing User - Workstation Install" (page 42)-Describes how to perform a workstation upgrade

install.

"Uninstalling Abila MIP" (page 49)-Outlines how to uninstall MIP.

"Help Documentation" (page 51)-Provides instructions on how to access the MIP documentation.

"Supplemental Maintenance" (page 52)-Provides instructions on how to back up, restore, and

compress an organization database.

Before You BeginFor optimum results, perform the following housekeeping tasks on the workstation and server before

running the installation program:

1. Verify that your current environment meets the new system requirements. You can view the system

requirements at http://www.abila.com/solutions/fund-accounting-100.

Note:Our System Requirements are changing; Windows XP and SQL Server 2003 editions willno

longer be supported with the 2014 Springrelease. Please verify that you are using an acceptable

Operating System and SQL Server.
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Before You Begin

Important! Before installing or upgrading to the current software version, verify that you are a user

with Administrator rights on the SQL Server or have access to the SQL Server System Admin (SA)

password. Upon upgrade, the MIP software will be uninstalled. If you are not an Administrator on the

SQL Server nor have the SA password, you will not be able to install any version of the software.

2. Shut down all applications that are currently running, and restart the computer.

3. After Windows has restarted, shut down any applications that have opened at startup. Additionally, you

may need to disable some applications, such as Norton AntiVirus.

PressCTRL-ALT-DELETEto open the Windows Security form. Click the Task Manager button to

open the Windows Task Manager form. On the Applications tab, select each program listed in the

form, and click End Task.

Note:The above processes only shut down the applications for the purposes of the installation. The

next time the computer is rebooted, the programs and all Windows services are restored.

4. If the Windows Firewall is turned on, you must configure exceptions in the firewall for SQL Server or the

client computer(s) will not be able to connect. For specific instructions on setting up the exceptions, see

article 5156 in the Knowledgebase at http://kb.abila.com/node/5156.

Note:Windows Firewall is turned on by default with Windows 2008 Server.

5. Delete all files in the local TEMP directory, such as C:\Documents and Settings\\Local

Settings\Temp. Since the computer has just rebooted and any unnecessary applications are closed,

there should be few files in the Temp directory. Nevertheless, delete any files or folders that remain

there.

6. If you are running MIP on a laptop, set your hibernation settings to Never (Start>Settings>Control

Panel>Power Options>Power Schemes tab). Otherwise, when the computer times out, your seat will

become inactive.

7. Before you begin the server install:

The user logged on to the server machine must be a member of the Local Administrators group and a

user with Administrator rights on the SQL Server or have access to the SQL Server System Admin

(SA) password.

To install or upgrade MIP on a virtual environment, you must use a virtual service client, such as

VMWare's Infrastructure Client Console, instead of a Remote Desktop Connection.

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Quick Install Overview

Important! Before installing or upgrading to the current software version, verify that you are a user with

Administrator rights on the SQL Server or have access to the SQL Server System Admin (SA) password.

Upon upgrade, the MIP software will be uninstalled. If you are not an Administrator on the SQL Server nor

have the SA password, you will not be able to install any version of the software.

The Abila MIP Installation Setup displays. After reviewing the provided documentation, select the Begin

Installation Process option.

Step 1: Verify System RequirementsVerify that your current system environment meets the MIP system requirements. You can view the system

requirements at http://www.abila.com/solutions/fund-accounting-100.

Important! Our System Requirements have changed; MSDE and SQL Server 2000 editions areno

longer supported. Please verify that you are using an acceptable SQL Server. Windows XP and SQL

Server 2003 editions willno longer be supported with the 2014 spring release. Please verify that you

are using an acceptable Operating System and SQL Server.

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Step 2: SQL Server Express InstallationYou must have SQL Server installed on your Server machine. If you plan to use an existing Microsoft SQL

Server install, please launch the Abila MIP Install from that machine.

If not, click the SQL Server Express Installation link to open a browser to the Microsoft Download Center

website. There you can download Microsoft SQL Server 2008 R2 Express Edition with Advanced

Services. Select x86 or x64 and click Download to begin the installation. Also, click the Here to access

instructions for installing the SQL 2008 R2 Express via an FTP directory.

Note:Installing these requirements later will require the server to be restarted.

Step 3: Install/Upgrade Abila MIP Server1. Select the Begin Installation Process option. Be sure you are logged in as a user who has local

administrator rights to perform the install. Also, verify that you are a user with Administrator rights on

the SQL Server or have access to the SQL Server System Admin (SA) password. (Upon upgrade, the

MIP software will be uninstalled. If you are not an Administrator on the SQL Server nor have the SA

password, you will not be able to install any version of the software.)

Note:To install MIP in a virtual environment, you must use a virtual service client, such as

VMWare's Infrastructure Client Console, instead of a Remote Desktop Connection.

2. The Abila MIP Server setup Install Wizard displays. ClickNext.

New Users: To install to a local or network server, see "New User - Server Install" (page 9).

Existing Users: To upgrade to a local or network server, see "Existing User - Upgrading" (page 28)

and "Existing User - Server Install" (page 32).

3. Review the End User License Agreement and select the I accept the terms in the license agreement

option. ClickNext.

4. Enter the serial number and activation code which was provided by Abila and clickNext.

5. Accept the default MIP Share destination folder (recommended), or use the Change button to navigate

to a different location. Click Next.

6. Select the database server that you are installing to by using the drop-down arrow, or Browse to the

database location. N ext, select how you want to connect to this server. If Server authentication is

chosen, enter the Login ID and Password. ClickNext.


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Quick Install Overview

7. You are now ready to Install the application. ClickInstallto begin, or use the Back button to make

changes.

8. Proceed through the Abila MIP Server setup. This process may take several minutes. The InstallShield

Wizard Completed panel displays. To begin the workstation install on the server, select the Install

Abila MIP Workstation check box and click Finish to launch the Workstation install.If you only

want to install the server, click Finish without selecting this check box.

9. Navigate to the MIP Share directory on the Server and set Full control permissions to Everyone.

Step 4: Install/Upgrade Abila MIP Workstation1. If you selected the Install Abila MIP Workstation check box after completing the Server Install, the Abila

MIP Workstation install Welcome panel displays. If you are installing the workstation only, go to the

workstation machine and log on as a user with local administrator rights. Navigate to the MIP Share

directory (\\MIP Share) on the Server, open the Setup sub directory, and select Setup.exe. The Abila MIP

Workstation install welcome panel displays.

2. ClickNext. Review the End User License Agreement and select the I accept the terms in the license

agreement option.

3. ClickNext. Accept the default MIP destination folder (recommended), or use the Change button to

navigate to a different location.

4. ClickNext. Select the program features to be installed by using the drop-down arrows.

5. ClickNext. The Install Wizard is ready to install the program. ClickInstallto begin the installation, orclick Back to make changes to your installation settings.

6. Proceed through the Abila MIP Workstation setup. This process may take several minutes. The

InstallShield Wizard Completed panel displays. ClickContinue to complete the Workstation Install.

7. Additional installs launch after you click Continue to complete the Workstation Install. Allow any

additional installs to complete, and then click OKon the Your install completed successfully form.

8. Click the Exit button on the Abila MIP Installation Startup form.

Note:This workstation install needs to be applied to each workstation.

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System RequirementsIn order to take advantage of the latest security and performance enhancements, please note that this

release of MIP has phased out backward compatibility for several system software components. Forspecific instructions on the technology improvements, migration information, as well as links to resources

that assist qualified nonprofits in obtaining discounted operating system and database engine software,

see article 5186 in the Knowledgebase at http://kb.abila.com/node/5186.

You should meet or exceed the system requirements found at http://www.abila.com/solutions/fund-

accounting-100.
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Chapter 2: New User - Server Install

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Important! Before upgrading to the current software version, verify that you are a user with

Administrator rights on the SQL Server or have access to the SQL Server System Admin (SA)



Local Server ConfigurationIn order to successfully install and run MIP on a stand-alone machine, verify that the File and Printer

Sharing Service is installed, the TCP/IP protocol is installed, and the Server Service is enabled. Then, you

need to complete the instructions in this chapter to ensure that the Abila MIP Server is installed correctly.

Once you have completed these steps, follow the instructions in New User - Workstation Install to install

the workstation.

Note:If you do not have a network adapter driver installed, you cannot continue the MIP install. You need

to install the Microsoft Loopback Adapter first (follow the instructions below).

To Activate File and Printer Sharing Service:

1. Right-clickNetwork and then selectProperties. The Network and Sharing Center displays.

2. Under Sharing and Discovery, verify that File Sharing and Printer sharing are listed as On.

3. If Offdisplays, expand the down arrow and select the Turn on option.

To Enable the Server Service:

1. Go toStart>Settings>Control Panel>Administrative Tools>Services.

2. Double-click the Server Manager.

3. Expand Configuration, and clickServices.

4. Make sure that the Startup type isAutomatic and the Server Status isStarted. If those settings are

not in place, implement them, and then click OK.

To Install TCP/IP:

1. Right-clickNetwork and then selectProperties.

2. ClickView Status for Local Area Connection and then clickProperties.


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Directory Structure Overview

3. I f Internet Protocol Version 4 or 6 (TCP/IPv4/v6) is not selected in the list, check the box and click the

Installbutton. If it is listed, click OK and skip to step 6.

4. SelectProtocol, and then clickAdd.

5. Select Internet Protocol (TCP/IP), and then clickOK.

6. ClickClose to close the Local Area Connection Status window.

Note:If you are actually using TCP/IP to connect to your network, make sure that it is configured properly.

Directory Structure OverviewThe Abila MIP Server executable (SETUP.EXE) creates the MIP Share directory. We recommend accepting

the default path when installing the server component.

Data Files and Directory StructureWhen installing the Abila MIP Server, the data files and workstation share files are stored on the machine

that is functioning as the server. The workstation installation stores the MIP system and program files on

each client machine.

After the server installation, the following directory structure exists on the drive and in the directory that was

specified during installation.

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MIP Share DirectoryThis directory contains the following folders:

AATRIXcontains the drafts and historical forms created by Aatrix, for each federal tax ID in the

Companies folder.

CONSOLIDATION FILEScontains CONTEMP.TXT, which will be altered when consolidating data.

DATAcontains a copy of the NPSSQLSYS.NPS and MIPT.NPS files. These are the system and

sample database files that come with the system.

DDEPOSIT contains ACH.TXT, which will be altered when using the Direct Deposit module.

EPAYAP contains ACHAP.TXT, which will be altered when using the Electronic Funds Transfer for A/P

module.

FORMATScontain the files needed to print custom forms in the system. This is where you should store

custom formats created by the Forms Designer module.

GRANTADMINcontains scanned images of sample grant documentation for the Grant Administration

module.

IMPORT includes sample DEF and data files that can be used with the Data Import/Export module.

MIP DOCUMENTATION includes the product guides available in PDF format.

{ORGANIZATION DATABASE NAME}contains all folders for attachments. This folder is not actually

created until the attachments feature is activated in the system

(Administration>Organization>Attachments>Set Up Locations).

REPORT PDF FILEScontains *.PDF files saved while using the Print to PDF feature.

SETUPcontains the files necessary to run the Abila MIP Workstation installation. Each of the client

machines will need to access this folder in order to install the Workstation component. The SETUP.EXE

file launches the Abila MIP Workstation installation.

SQLSCRIPTScontains SQL scripts necessary for the system to function properly.

SUPPORT contains support related folders.

Note:Do not Password Protect the MIP Share Directory.


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SQL Server (Express Download )

SQL Server Express DownloadSelect one of the following that best describes your current setup, and then follow the instructions below for

installation:

SQL Server Express (can be downloaded by following a link) - Microsoft SQL Server 2008 R2

Express Edition with Advanced Services can be downloaded from the SQL Server Express Installation

linkon your Abila MIP Version 2014.x Setup tab.

SQL 2008, SQL 2005, SQL Express (Already installed)- Either the Microsoft SQL Server or SQL

Express have already been installed as your server using the Microsoft website at www.microsoft.com.

Or, SQL Server 2005, 2008 has already been installed as your server.

The SQL installation creates the \Program Files\Microsoft SQL Server directory. By default, this directory is

located on the local drive in which your operating system is installed. Use the browser to change this

destination during the installation.

All users have the option to install their own instance of SQL Express or SQL Server. This gives you the

ability to administer it according to your practices.

SQL Server Express Can be downloaded by following a linkThis section describes the installation process for the Microsoft SQL Server 2008 R2 Express Edition with

Advanced Services from the Abila MIP Version 2014.x Setup Tab. Please carefully read each panel of the

wizard during installation.

Important! Before you begin, verify thatMicrosoft .NET Framework 4.0 or higher is installed before you

try to Install Abila MIP Server. Go toStart>Settings>Control Panel>Programs and Features.

1. Download the MIPsoftware to the computer functioning as the Abila MIP Server.

The system automatically launches autorun.exe and the Abila MIP Setup window displays.

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2. Select SQL Server Express Installation and follow the steps to download SQL Server Express from the

Microsoft website. Upon completion, continue the installation process.

Note:Click the Here link to open a browser to access instructions for installing the SQL 2008 R2

Express via an FTP directory.

Abila MIP Server InstallWhen installing the Abila MIP Server, a directory is created by default:\MIP SHARE.

The Abila MIP Server must be installed before proceeding to the "Abila MIP Workstation Install" (page 23).

Note:To install in a virtual environment, you must use a virtual service client, such as VMWare's

Infrastructure Client Console, instead of a Remote Desktop Connection.

Please carefully read each panel of the wizard during installation.

1. Be sure you are logged in as a user who has local administrator rights to perform the install. Also, verify

that you are a user with Administrator rights on the SQL Server or have access to the SQL Server

System Admin (SA) password. (If you are not an Administrator on the SQL Server nor have the SA

password, you will not be able to install the software.)


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Abila MIP Server Install

2. If you have not already done so, download the MIP software to the computer functioning as the Abila MIP

Server.

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The system automatically launches autorun.exe and the Abila MIP Setup window displays.

3. After reviewing the provided documentation, select the Begin Installation Process option. The

system begins extracting the setup.exe file.


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ActivationCodes

The activation code is determined by the systems license. The system uses theactivation code to determine which modules you own, how many additional databases

you have purchased, and how many concurrent users you will have available. Later, if

you decide to add a module or increase your users or databases, you need to enter a

new activation code. To enter a new license, use the

Administration>System>Activate License form. To add a module to an existing

database, use the Organization>Add A Module form.

7. ClickNext. Accept the default MIP Share destination folder (recommended), or use the Change button

to navigate to a different location.


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8. ClickNext. Select the database server that you are installing to by using the drop-down arrow, or Browse

to the database location.

Then, select how you want to connect to this server. If Server authentication is chosen, enter the Login

ID and Password.

9. ClickNext. You are now ready to Install Abila MIP.

10. ClickInstallto begin, or use the Back button to make changes.

11. Proceed through the MIP Server setup. This process may take several minutes.

12. When the installation is complete, the InstallShield Wizard Completed panel displays.

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This is the final panel of the server installation. It verifies that the Abila MIP Server installedsuccessfully.

Select the Install Abila MIP Workstation check box, and then click Finish to continue through the

installation program by launching the Abila MIP Workstation Installation wizard. For instructions,

proceed to New User - Workstation Install.

Alternatively, if you do not select the check box, you can install later from the MIP Share directory.

For more information, see "Granting Access to the MIP Share Directory" (page 20).

13. ClickFinish to complete the install.

Note:If you elect to install the Abila MIP Workstation later, the Abila Auto Update install launches

after you click Finish to complete the Server Install.

14. If applicable, click the Exit button on the Abila MIP Installation Startup form.

15. Navigate to the MIP Share directory on the Server and set it to share with Full control permissions to

Everyone.

Granting Access to the MIP Share DirectoryThe MIP Share directory (which the Server installation created) contains the files necessary to install MIP's

program files at each workstation. First, the MIP Share directory must be shared so that the workstations

will have access to it.

1. Right-click theMIP Share directory at the server and select Share. . . If you do not see Shared, you

will need to log on as a user account that is a member of the Local Administrators or Power Users


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Granting Access to the MIP Share Directory

group.

2. On the Sharing tab, clickAdvanced Sharing.And then select the Share this foldercheck box.

3. Click the Permissions button.

4. Add the desired users/groups.

Note:If you share to specific users/groups and not the Everyone group, you will need to add the

System account with full rights on the Security tab. If you give the Everyone group full rights, then it

is not necessary to add System.

5. Grant each user/group Full Controland clickOK. A minimum of Change and Read permissions are

required. NTFS formatted servers will display a Security tab, in which case you must grant NTFS

Permissions. You need to allow System with Full Control. The Security tab will not be available if the

drive is formatted using FAT32.

6. ClickOKto close the Advanced Sharing window.

7. Click the Security tab.

8. Add the desired users/groups. Typically, the default NTFS permission is all you will need. However,

you can grant the users/groups Full Control access.

9. ClickOKto apply these settings.

10. ClickClose to close the MIP Share Properties window.

Note:You must allow inheritable permissions.

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Chapter 3: New User - Workstation InstallBefore starting the Workstation installation, you must have already completed the"Abila MIP

Server Install" (page 14)and"Granting Access to the MIP Share Directory" (page 20), if there is a

network.

This chapter describes the installation process for the Abila MIP Workstation. This installation provides the

program files needed to run the system. During the installation, you can choose which shortcut and

executable files to install for each system, such as Administration, Accounting, Payroll, or the entire

system. Please carefully read each panel of the wizard during installation.

The necessary files related to this installation are copied to the MIP Share directory of the server during the

Abila MIP Server installation. There is only one executable (SETUP.EXE) for the workstation install.

Note:The user logged on to the workstation machine must be a member of the Local Administrators

group.

Ensuring Access to All Users FolderBefore you begin the workstation install and you are using Aatrix, you must ensure that the workstation

has access to the All Users directory. The following steps should be completed for each workstation

running on Windows Vista.

1. ClickStart>Run.

2. Enter the in the Open box.

3. ClickOK. The system displays an explore window.

4. Open the Program Data folder.

5. Ensure that the All Users and folders are listed. Also verify that each user that uses

Aatrix (for 1099s, W-2s, 990s, etc.) has Full Control rights (right-click on folder>Properties>Security

tab). Abila MIP cannot install successfully without these folders and rights. These steps should be

completed for each workstation running on Windows Vista.

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Chapter 3: New User - Workstation Install

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Data Files and Directory StructureWhen installing the Abila MIP Workstation, the system and program files are stored on each computer.

After the workstation installation, the following directory structure exists on the drive and in the directorythat was specified during installation.

MIP DirectoryThe Abila MIP Workstation installation creates a MIP directory on the local disk partition with the most

space. This directory contains the following folders:

HELPcontains all the files associated with the online help system.

PROGScontains the executable (*.EXE) files required to run the system. Specific *.DLL files are

included in the PROGS directory. Do NOT delete any of these files.

Abila MIP Workstation InstallThis section describes the workstation install. There are two ways to access this install:

If you selected the Install Abila MIP Workstation check box at the end of the Server Install, the system

automatically launches the Welcome panel of the Abila MIP Workstation install.

If you are installing the workstation only, go to the workstation machine and log on as a user with local

administrator rights. Navigate to the MIP Share directory (\\MIP Share) on the Server, open the Setup

sub directory, and select Setup.exe.


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Abila MIP Workstation Install

1. The Abila MIP Workstation install Welcome panel displays.


agreement option.



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4. ClickNext. The Custom Setup panel displays, which allows you to select the systems you would liketo install. By default, the system installs the start menu shortcuts and program files for all systems,

even if they are not part of the license.

To prevent a system from being installed, ensure that the X (Entire feature will be unavailable) is

selected. This designation prevents the installation of the program files and the start menu shortcuts for

that system. You may find this useful when you need to restrict a user from launching a specific

system.


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Note:If you do not install all systems now, but later decide you want to install the program files or start

menu shortcuts, you can do so using Start>Settings>Control Panel>Add or Remove Programs. Select

Abila MIP Workstation and the Change button. The system displays the Welcome panel of the Install

wizard. Click Next. Then, on the Program Maintenance panel, select the Modify option button, followed

by the Next button.

5. ClickNext. The Install Wizard is ready to install the program.

6. ClickInstall to begin the installation, or click Back to make changes to your installation settings.

7. Proceed through the Abila MIP Workstation setup. This process may take several minutes. The

InstallShield Wizard Completed panel displays.

8. ClickContinue to complete the Workstation Install.

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9. Additional installs launch after you click Continue to complete the Workstation Install. Allow any

additional installs to complete, and then clickOKon the Your install completed successfully form.

10. If applicable, click the Exit button on the Abila MIP Installation Setup form.

At the end of the Workstation install, reboot your computeronlyif prompted to do so.

Note:Remember, a workstation installation must be performed on each workstation that needs to run

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Chapter 4: Existing User - UpgradingThis chapter provides information that only existing users might need. It explains:

"Upgrading from a Previous Version" (page 28)

"Changing Your Database Engine" (page 29)

"Updating Your Organization Database to Version 2014.x" (page 29)

"Activating Your License" (page 30)

"Adding a Module to an Organization" (page 30)

"Setting Up Security" (page 31)

Upgrading from a Previous VersionYou can only upgrade your program files to version 2014.0 from versions 2013.4, 2013.3, 2013.2, 2013.1,

and 2013.0. If you are not currently running one of these versions, you must upgrade to one of them before

you can upgrade the application files to 2014.0.


longer be supported with the 2014 Spring release. Please verify that you are using an acceptable


Important! Before upgrading to the current software version, verify that you are a user with Administrator

rights on the SQL Server or have access to the SQL Server System Admin (SA) password. Upon

upgrade, the Sage 100 Fund Accounting software will be uninstalled. If you are not an Administrator on

the SQL Server nor have the SA password, you will not be able to install any version of the software.

1. Follow the instructions in Existing User - Server Install to upgrade the organizational database on a

server from a previous version.

2. Once you have installed the Abila MIP Server, you will need to install the workstation.

Open the setup.exe from the \\MIP Share\Setup directory on your server, to launch the "Abila MIP

Workstation Install" (page 43).

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If the Abila MIP Workstation component is already installed on the server or you wish to install the

Workstation on the server for the first time, you will need to open the application on the server to

complete the upgrade process before proceeding to the next step.

3. Follow the instructions in Existing User - Workstation Install, to upgrade each users workstation.

Changing Your Database EngineIf you are upgrading and moving your database to a different instance of SQL Express or SQL Server, back

up your system and organization databases, and then uninstall MIP and your current instance of SQL.

After you complete the installation process, restore your system database, NPSSQLSYS, along with your

organization database. For specific instructions on uninstalling, see "Uninstalling Abila MIP" (page 49) and

see "Supplemental Maintenance" (page 52) for instructions on backing up and restoring a database.

For specific instructions on moving the Abila MIP Server to a new server/computer, see article 876 in the

Knowledgebase at http://kb.abila.com/node/876.

Updating Your Organization Database to Version 2014.xYou can only update your organization database after the server and workstation have been upgraded to

version 2014.x. To do so:

1. Log on to any system (Start>Programs>Abila>MIP>Accounting), and select an Organization.

2. The system displays a message stating that the organization database must be updated to the current

version.

Select Yes, to begin the backup process to back up your organization database and then upgrade it.

This is strongly recommended.

Select No, if you have a current backup of the database and want to begin the update process

immediately.

3. A utility program runs. ClickFinish.

4. When complete, a message displays informing you that your database has been updated successfully.

5. ClickOK.
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Activating You r Li cense

Activating Your LicenseWhen you initially purchase the system, an activation code that activates any and all modules that have

been purchased is included with the software. You are prompted to enter that code during installation, and do

not need to enter it any other time. However, if you are currently using the system and decide to add a

module (or add users or databases), a new activation code will be sent to you.

Enter the new code in the Administration system in order to use the new features:

1. Open the Administration>System>Activate License form.

2. On the Owned tab (or Evaluation tab if evaluating a new module), enter the new activation code. Note

that the activation code is case sensitive, so it must be entered exactly as it appears on the notification.

3. ClickOK, and then the new features are registered in the system.

4. Exit the Administration system (File>Exit), and then reopen it.

Note:If you were evaluating or adding the Scheduler, Electronic Requisitions, and/or Payroll modules, and

you did not include the program files and start menu shortcuts, you can do so now. Click

Start>Settings>Control Panel>Add or Remove Programs. Select Abila MIP Workstation and the Change

button. The system displays the Welcome panel of the Install wizard. Click Next. Then, on the Program

Maintenance panel, select the Modify option button, followed by the Next button.

Adding a Module to an OrganizationA module can be added to the current organization, but first ensure that there are no users currently logged on

to the system.

Note:The activation code must be changed (Administration>System>Activate License) to include

Scheduler, Electronic Requisitions, and Payroll modules before these modules can be added.

To add a module:

1. Open the Administration>System>Current Activity form to ensure that no one (except yourself) is

currently using the organization being updated.

2. Open the organization (File>Open Organization) in which to add the module.

3. Open the Organization>Add a Module wizard. On the first panel, select the module to add by selecting

the appropriate check box.

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4. Follow the instructions on the screen and continue through the wizard.

5. ClickFinish, and then the system adds the designated module to the current organization. This

process may take several minutes.

6. To add a module to another organization, repeat this process.

Note:For more information about the Add a Module wizard, see the online help or theAdministration

guide.

Setting Up SecurityUser security needs to be set up for each new module. To do so:

1. Open the Administration>Security>Set Up Organization Menus form to grant rights to users. Thisincludes granting rights to new menu selections that are part of the new module.

2. Remember, this process must be repeated for each separate organization in which the module was

added.

3. If anyone is using the Accounting system when a module was installed, they must exit and re-enter the

system in order to see the new menu selections.

Note:For more information about the Set Up Organization Menus form, see the online help or the

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Chapter 5: Existing User - Server InstallThis chapter describes the installation process for a stand-alone or network server. Prior to upgrading the

Abila MIP Server Install, you must close all workstations. Once you have completed the steps in this

chapter, follow the instructions in Existing User - Workstation Install to install the workstation.

This chapter explains the following:

"Server Install Overview" (page 32)

"Directory Structure Overview" (page 33)

"Database Engine Install " (page 34)

"Abila MIP Server Install" (page 36)

Server Install OverviewThe Server install is comprised of the following:

SQL Server Express- Download Microsoft SQL Server 2008 R2 Express with Advanced Services from

the SQL Server Express Installation link on the Setup tab of the Abila MIP Install on the Abila MIP

AutoRun.exe or use an already installed version of Microsoft SQL Server 2005 Express Edition with

Advanced Services, SQL Server 2005 (Full Version), or SQL Server 2008 (Full Version).

Abila MIP Server- The Abila MIP Server installation creates the MIP Share directory. We recommend

accepting the default path when installing the server component.

The necessary files related to the Abila MIP Server Install are copied to the SQL server. To download the

Microsoft SQL Server 2008 R2 Express Edition with Advanced Services from the Microsoft website, click

the SQL Server Express Installation link that displays on the Setup tab of the Abila MIP Install on the Abila

MIP AutoRun.exe.


longer be supported with the 2014 spring release. Please verify that you are using an acceptable


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Important! Before upgrading to the current software version, verify that you are a user with




Directory Structure OverviewThe Abila MIP Server executable (SETUP.EXE) creates the MIP Share directory. We recommend

accepting the default path when installing the server component.

Data Files and Directory StructureWhen installing the Abila MIP Server, the data files and workstation share files are stored on the machine

that is functioning as the server. The workstation installation stores the MIP system and program files on

each client machine.

After the server installation, the following directory structure exists on the drive and in the directory that

was specified during installation.

MIP Share DirectoryThis directory contains the following folders:


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Database Engine Install

AATRIXcontains the drafts and historical forms created by Aatrix, for each federal tax ID in the

Companies folder.

CONSOLIDATION FILEScontains CONTEMP.TXT, which will be altered when consolidating data.

DATAcontains a copy of the NPSSQLSYS.NPS and MIPT.NPS files. These are the system and sample

database files that come with the system.

DDEPOSIT contains ACH.TXT, which will be altered when using the Direct D eposit module.

EPAYAPcontains ACHAP.TXT, which will be altered when using the Electronic Funds Transfer for A/P

module.

FORMATScontain the files needed to print custom forms in the system. This is where you should store

custom formats created by the Forms Designer module.

GRANTADMINcontains scanned images of sample grant documentation for the Grant Administration

module.

IMPORT includes sample DEF and data files that can be used with the Data Import/Export module.

MIP DOCUMENTATION includes the product guides available in PDF format.

{ORGANIZATION DATABASE NAME}contains all folders for attachments. This folder is not actually

created until the attachments feature is activated in the system

(Administration>Organization>Attachments>Set Up Locations).

REPORT PDF FILEScontains *.PDF files saved while using the Print to PDF feature.

SETUPcontains the files necessary to run the Abila MIP Workstation installation. Each of the client

machines will need to access this folder in order to install the Workstation component. The SETUP.EXE

file launches the Abila MIP Workstation installation.

SQLSCRIPTScontains SQL scripts necessary for the system to function properly.

SUPPORT contains support related folders.

Note:Do not Password Protect the MIP Share Directory.

Database Engine InstallImportant! Our System Requirements are changing; SQL Server 2003 edition willno longer be

supported with the 2014 Spring release. Please verify that you are using an acceptable SQL Server.

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Select one of the following that best describes your current setup, and then follow the instructions below for

installation:

SQL Server Express (can be downloaded by following a link on the AutoRun.exe) - Microsoft

SQL Server 2008 R2 Express Edition with Advanced Services can be downloaded from the SQL Server

Express Installation linkon the Abila AutoRun.exe.

SQL 2012, SQL 2008, SQL 2005, SQL Express (Already installed) - Either the Microsoft SQL Server

or SQL Express have already been installed as your server using the Microsoft website at

www.microsoft.com. Or, SQL Server 2005 or 2008 has already been installed as your server.

The SQL installation creates the \Program Files\Microsoft SQL Server directory. By default, this directory

is located on the local drive in which your operating system is installed. Use the browser to change this

destination during the installation.

All users have the option to install their own instance of SQL Express or SQL Server. This gives you the

ability to administer it according to your practices.

SQL Server Express DownloadedThis section describes the download process for the Microsoft SQL Server 2008 R2 Express Edition with

Advanced Services from the Abila AutoRun.exe. Please carefully read each panel of the wizard during

installation.

Important! Before you begin, verify thatMicrosoft .NET Framework 4.0 or higher is installed before

you try to Install MIP Server. Go toStart>Settings>Control Panel> Programs and Features.

1. On the computer functioning as the MIP Server, log on as a user with local administrator rights and

download and extract the latest updates using Abila Auto Update. To get the latest Abila Auto Update

downloaded, see the Knowledgebase at www.abila.com/support.

Important!Before upgrading to the current software version, verify that you are a user with




Once complete, the system automatically launches autorun.exe and the MIP Setup window displays.
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2. Select SQL Server Express Installation and follow the steps to download SQL Server Express R2 from

the Microsoft website. Upon completion, continue the installation process.

Abila MIP Server InstallThis section describes the install process by continuing to use your existing database server, however, the

software will be uninstalled and reinstalled.

The Sage 100 Fund Accounting Server must be upgraded before proceeding to the "Existing User -

Workstation Install" (page 42).

Please carefully read each panel of the wizard during installation.

Note:To upgrade Sage 100 Fund Accounting on a on a virtual environment, you must use a virtual service

client, such as VMWare's Infrastructure Client Console, instead of a Remote Desktop Connection

1. On the computer functioning as the Sage 100 Fund Accounting Server and log on as a user with local

administrator rights. Then download and extract the latest updates using Abila Auto Update. To get t he

latest Abila Auto Update downloaded, see the Knowledgebase at www.abila.com/support.

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Important!Before upgrading to the current software version, verify that you are a user with


password. Upon upgrade, the Sage 100 Fund Accounting software will be uninstalled. If you are not

an Administrator on the SQL Server nor have the SA password, you will not be able to install any

version of the software.

2. If you have not already done so, download the Abila MIP software to the computer functioning as the

Sage 100 Fund Accounting Server.

3. Once complete, the system automatically launches autorun.exe and the Abila MIP Setup window

displays. After reviewing the provided documentation, select the Begin Installation Process option.

The system begins extracting the setup.exe file.

4. The Abila MIP Server InstallShield Wizard prepares the upgrade. In the upgrade, the system will

uninstall and reinstall the product. It is very important to perform a backup of your database.

5. The End User License Agreement displays. Select the I accept the terms in the license agreement

option to continue with the Server Installation.


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6. ClickNext. The system displays the Product Registration panel, with your currentSerial Numberand

Activation Code.

Activation

Codes

The activation code is determined by the systems license. The system uses the

activation code to determine which modules you own, how many additional databases

you have purchased, and how many concurrent users you will have available. Later, if

you decide to add a module or increase your users or databases, you need to enter a

new activation code. To enter a new license, use the Administration>System>Activate

License form. To add a module to an existing database, use the Organization>Add A

Module form.

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7. ClickNext. Accept the default MIP Share destination folder (recommended), or use the Change button

to navigate to a different location.

8. ClickNext. The system displays the database server where the system was installed. You can click

Browse to change the database location.

9. Then, select how you want to connect to this server. If Server authentication is chosen, enter the Login

ID and Password.

10. ClickNext. You are now ready to Install Abila MIP.

11. ClickInstallto begin, or use the Back button to make changes.


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12. The system begins upgrading the Abila MIP Server software. This process may take several minutes.

13. When the upgrade is complete, the InstallShield Wizard Completed panel displays.

This is the final panel of the server installation. It verifies t hat the Abila MIP Server installed successfully.

Select the Install Abila MIP Workstation check box, and then clickFinish to continue through the

installation program by launching the Abila MIP Workstation Installation wizard. For instructions,

proceed to "Existing User - Workstation Install" (page 42)"Existing User - Workstation Install" (page

42).

Alternatively, if you do not select the check box, you can install later from the MIP Share directory. For

more information, see "Granting Access to the MIP Share Directory"(page 20).

14. ClickFinish to complete the install.

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16. Navigate to the MIP Share directory on the Server and set it to share with Full control permissions to

Everyone.

Note:Reboot your computer only if prompted to do so.


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Chapter 6: Existing User - WorkstationInstall

Before starting the Workstation Installation, you must have already completed the Abila MIP Server

Install and Granting Access to the MIP Share Directory, if there is a network.

This chapter describes the installation process for the Abila MIP Workstation. This installation provides the

program files needed to run the system. During the installation, you can choose which shortcut and

executable files to install for each system, such as Administration, Accounting, Payroll, or the entire

system. Please carefully read each panel of the wizard during installation.


longer be supported with the 2014 Spring release. Please verify that you are using an acceptable


The necessary files related to this installation are copied to the MIP Share directory of the server during the

Abila MIP Server installation. There is only one executable (SETUP.EXE) for the workstation install.

Note:The user logged on to the workstation machine must be a member of the Local Administrators

group.

Ensuring Access to All Users FolderBefore you begin the workstation install and you are using Aatrix, you must ensure that the workstation

has access to the All Users directory. The following steps should be completed for each workstation

running on Windows Vista.

1. ClickStart>Run.

2. Enter the in the Open box.

3. ClickOK. The system displays an explore window.

4. Open the Program Data folder.

5. Ensure that the All Users and folders are listed. Also verify that each user that uses

Aatrix (for 1099s, W-2s, 990s, etc.) has Full Control rights (right-click on folder>Properties>Security

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tab). Abila MIP cannot install successfully without these folders and rights. These steps should be

completed for each workstation running on Windows Vista.

Data Files and Directory StructureWhen installing the Abila MIP Workstation, the system and program files are stored on each computer.

After the workstation installation, the following directory structure exists on the drive and in the directory

that was specified during installation.

MIP DirectoryThe Abila MIP Workstation installation creates a MIP directory on the local disk partition with the most

space. This directory contains the following folders:

HELPcontains all the files associated with the online help system.

PROGScontains the executable (*.EXE) files required to run the system. Specific *.DLL files are

included in the PROGS directory. Do NOT delete any of these files.

Abila MIP Workstation InstallThe Abila MIP Server must be upgraded prior to upgrading the Abila MIP Workstation.

If you selected the Install Abila MIP Workstation check box at the end of the Server Install, the system

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When the existing data engine configuration is kept on each workstation, select

Start>Programs>Abila>MIP>{any application}. The system displays a message indicating a new version

is required; select Yes to automatically launch the Abila MIP Workstation Installation.

If the auto launch fails, due to the data engine configuration changing or Vista users with User Account

Control turned on, follow the steps below to launch the Abila MIP Workstation Install.

Note:You must access \MIP SHARE using a UNC Path, not a mapped drive. Mapped drives are okay as

long as they are consistent and persistent across all workstations, such as everyone having a G:\drive

mapped to MIP Share.

ClickStart>Run.

Enter the in the Open box.

ClickOK. The system displays an explore window with all the shared folders listed.

Open the MIP Share directory on the server.

Open the Setup folder and run SETUP.EXE.

Important! Vista Users -If the User Account Control is turned on, a message displays that A program

needs your permission to continue, click Continue to proceed.

The system automatically launches the Welcome panel of the Abila MIP Workstation install, if you selected

the Install Abila MIP Workstation check box at the end of the Server Install or opened an application after the

Server was updated.

If you are installing the workstation only, go to the workstation machine and log on as a user with local

administrator rights. Navigate to the MIP Share directory (\\MIP Share) on the Server, open the Setup sub

directory, and select Setup.exe.

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1. The Abila MIP Workstation InstallShield Welcome panel displays.


agreement option.




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4. ClickNext. The Custom Setup panel displays, which allows you to select the systems you would like to

install. By default, the system installs the start menu shortcuts and program files for all systems, even if

they are not part of the license.

To prevent a system from being installed, ensure that the X (Entire feature will be unavailable) is

selected. This designation prevents the installation of the program files and the start menu shortcuts for

that system. You may find this useful when you need to restrict a user from launching a specific system.

Note:If you do not install all systems now, but later decide you want to install the program files or start

menu shortcuts, you can do so using Start>Settings>Control Panel>Add or Remove Programs. Select

Sage 100 Fund Accounting Workstation and the Change button. The system displays the Welcome

panel of the Install wizard. Click Next. Then, on the Program Maintenance panel, select the Modify

option button, followed by the Next button.

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5. ClickNext. The Install Wizard is ready to install the program.

6. ClickInstall to begin the installation, or click Back to make changes to your installation settings.

7. The system begins upgrading the Abila MIP Workstation software. This process may take several

minutes. The InstallShield Wizard Completed panel displays.

8. ClickContinue to complete the Workstation upgrade.

9. Additional installs launch after you clickContinue to complete the Workstation upgrade. Allow anyadditional installs to complete, and then clickOKon the Your install completed successfully form.


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Note:At the end of the Workstation install, reboot your computeronlyif prompted to do so.

11. If the Abila MIP Workstation component is already installed on the server or you have installed the

Workstation on the server for the first time, you will need to open the application on the server to

complete the upgrade process, which allows the system to automatically update this component.

Note:If the Abila MIP Workstation component is not installed on the server, a workstation installation

must be performed on each workstation that needs to run Abila MIP.

12. Open the Organization>Add a Module wizard. Run through this wizard to add any new modules.

13. Open the Administration>Security>Set Up Organization Menus form to grant rights to new menu

selections t hat are part of any new modules that were added.

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Chapter 7: Uninstalling Abila MIPThis chapter describes how to uninstall the Abila MIP system.

Uninstalling StepsThe following components must be uninstalled in this order:

1. Sage 100 Fund Accounting Workstation

2. Sage 100 Fund Accounting Server

Before uninstalling, make a backup of the organization database; see Supplemental Maintenance for moreinformation.Uninstall only removes the files that the installation process copied to your computer.

Data Import/Export,

Direct Deposit, EFT

for A/P, and Forms

Designer Users

When installing, the system copies files to the \MIP SHARE\IMPORT,

DDEPOSIT, EPAYAP, and FORMATS directories. During the uninstall process

these files are removed. If changes have been made to these files, either change

the names of the files or move them to another directory.

To Remove the Sage 100 Fund Accounting Workstation:

1. Go toStart>Settings>Control Panel.

2. ClickPrograms and Features.

3. Select Sage 100 Fund Accounting Workstation, and then clickUninstall.

OR

If you are uninstalling a Sage 100 Fund Accounting Workstation on a computer, which acts as a client only

(it is not on the Sage 100 Fund Accounting Server), run the Uninstall on the Server through a UNC path

(\MIP Share\Setup\Uninstall).

To Remove the Sage 100 Fund Accounting Server:

1. Go toStart>Settings>Control Panel.

2. ClickPrograms and Features.

3. Select Sage 100 Fund Accounting Server, and then clickUninstall.

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To Remove the Sage 100 Fund Accounting System including all Third Party Applications:

1. Use the Unistall shortcut on \MIP Share\Setup folder.


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Chapter 8: Help DocumentationThis chapter describes how to access the MIP help documentation.

Accessing DocumentationThe Installation and Getting Startedguides are provided with your new system. Other guides and help files

are automatically installed as part of the Server Installation process. Therefore, documentation is now

easily accessible to all workstations through the \MIP Share\MIP Documentation\PDFs directory and the

\Program Files\MIP\Help directory.

Some product guides are available in PDF format. You can access these PDF files using Help>ProductGuides or click Help and Support>Resource Center>Product Guides on the Navigation pane. These PDF

files can be viewed and printed using a program, such as the Adobe Reader. To install Adobe Reader,

you can download it for free from http://www.adobe.com/.

The online help's context-sensitive feature is an easy way to get help when you need it most. Context-

sensitive means that the system knows where you are working within the system so when you need

help, you can press the F1 key or click the Help button. There is a wealth of information available that you

can use daily to help you in your work. By experimenting with online help, you learn to use the system

quickly, effectively, and efficiently.

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Chapter 9: Supplemental Maintenance

The path to the MDF file that you backed up is stored in the backup file. When attempting to restore the

backup file, the system looks for the same path.

Compressing Organization DatabaseBefore starting the compress process, all users must exit the system.

1. Log on to Administration, but do not select an Organization.

2. Open the File>Compress form.

3. Select the database to compress from the drop-down list.

4. Click the Start button.

Note:Compressing large databases can take quite some time. If the actual database file has spaces in

the name, the compression program will not work.

MIP Install

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